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Home > Retirement Planners > georgia > atlanta > IRA GROUP, INC.
IRA GROUP, INC.
1230 Peachtree Street Ne
Suite 3800
Atlanta, Georgia 30309
Tel: 404-760-3730
About IRA GROUP, INC.
IRA GROUP, INC, formally registered with the SEC as IRA GROUP, INC. The firm was established in 10/02/2009. They have over 1 offices throughout the country.
IRA GROUP, INC. is a Atlanta, Georgia based Financial Planning firm with nearly $9,075,041,999 assets under management, offering retirement planning & investment advisory services to 568 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126246 |
| SEC# | 801-70558 |
| Assets Managed by Firm | $9,075,041,999 |
| No. of Clients | 568 |
| No. of Advisors | 16 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
- Other(PROJECT FLAT FEES)
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 568 | $9,075,041,999 |
| Individuals (other than high net worth individuals) | 77 | $28,764,950 |
| High net worth individuals | 77 | $330,256,653 |
| Pension and profit sharing plans | 75 | $8,100,536,080 |
| Charitable organizations | 5 | $32,176,536 |
| Corporations or other businesses | Fewer than 5 clients | $7,911,267 |
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